Greenlea Lane Capital Management, LLC holds a concentrated book of 10 stocks worth $364.2M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Spotify Technology Sa and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 18% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
89% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Greenlea Lane Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 11 / 10 | $399.9B |
| FMR LLC | 11 / 10 | $189.0B |
| MORGAN STANLEY | 11 / 10 | $101.7B |
| JPMORGAN CHASE & CO | 11 / 10 | $77.0B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11 / 10 | $69.8B |
| NORTHERN TRUST CORP | 11 / 10 | $53.3B |
| BANK OF AMERICA CORP /DE/ | 11 / 10 | $53.3B |
| GOLDMAN SACHS GROUP INC | 11 / 10 | $46.1B |
Ranked by how many of Greenlea Lane Capital Management, LLC's top 10 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $66.8M | 280.4K | 18.3% | ▼−10% Reduced · −32K sh | |
| 2 | Brookfield Corp CL A LTD VT SH | $59.3M | 1.39M | 16.3% | —Held | |
| 3 | Berkshire Hathaway Inc Del CL A | $47.2M | 63 | 13.0% | —Held | |
| 4 | Markel Group Inc COM | $39.7M | 20.3K | 10.9% | ▼−10.0% Reduced · −2K sh | |
| 5 | Ishares TR 0-3 MTH TREASURY | $38.6M | 383.0K | 10.6% | —Held | |
| 6 | Alphabet Inc CAP STK CL A | $35.7M | 100.0K | 9.8% | —Held | |
| 7 | Tesla Inc COM | $19.9M | 47.4K | 5.5% | ▼−13% Reduced · −7K sh | |
| 8 | Netflix Inc. COM | $19.7M | 275.8K | 5.4% | ▼−1.3% Reduced · −4K sh | |
| 9 | Trupanion Inc COM | $19.2M | 776.5K | 5.3% | —Held | |
| 10 | Spotify Technology S A SHS | $18.1M | 39.4K | 5.0% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1766504/holdings"
Use Arkolith to show GREENLEA LANE CAPITAL MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 10 | $364.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 9 | $344.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 8 | $342.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 8 | $343.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 8 | $355.5M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 8 | $289.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 8 | $331.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.